“...pleasure and pain, they come and go and don't last... bear them patiently”—Gita
Base report: annual report CY2025 · trades through 2026-05-20 · later PTRs: 1 2
Estimated total: $313.4M–open-ended (some lines have no upper bound) across 87 positions.
Based on the annual report CY2025 and trades reported after it, Rep. Jefferson Shreve holds an estimated 87 positions worth $313.4M–open-ended (some lines have no upper bound) in total. The largest estimated holding is EXR ($50M–open-ended). Disclosures give value ranges, not exact amounts, so treat this as a rough estimate for education, not investment advice.
| Asset | Type | Estimated range | Confidence | Came from |
|---|---|---|---|---|
| EXR I. EXR OP Units Account ⇒ Extra Space Storage Inc Common Sto | Stock | $50M–open-ended | Medium | Report |
| A. Advisory Account holding Structured Notes ⇒ JP Morgan 3-Y | Bond | $20M–$100M | High | Report |
| FNSXX A. Advisory Account holding Structured Notes ⇒ Fidelity Inst | Fund/ETF | $25.1M–$50.2M | High | Report |
| G. Old National Bank Accounts ⇒ ONB Money Market | Cash | $25M–$50M | High | Report |
| A. Advisory Account holding Structured Notes ⇒ Bank of Montr | Bond | $5M–$25M | High | Report |
| A. Advisory Account holding Structured Notes ⇒ BNP Paribas 3 | Bond | $5M–$25M | High | Report |
| A. Advisory Account holding Structured Notes ⇒ BNP Paribas 4 | Bond | $5M–$25M | High | Report |
| A. Advisory Account holding Structured Notes ⇒ BNP Paribas 5 | Bond | $5M–$25M | High | Report |
| A. Advisory Account holding Structured Notes ⇒ JP Morgan 3-y | Bond | $5M–$25M | High | Report |
| A. Advisory Account holding Structured Notes ⇒ JP Morgan 5 y | Bond | $5M–$25M | High | Report |
| B. Registered Index Linked Annuity (RILA) ⇒ Allianz Buffered | Option | $5M–$25M | High | Report |
| B. Registered Index Linked Annuity (RILA) ⇒ Allianz Buffered | Option | $5M–$25M | High | Report |
| B. Registered Index Linked Annuity (RILA) ⇒ Brighthouse Buff | Option | $5M–$25M | High | Report |
| B. Registered Index Linked Annuity (RILA) ⇒ Brighthouse Buff | Option | $5M–$25M | High | Report |
| B. Registered Index Linked Annuity (RILA) ⇒ Jackson National | Option | $5M–$25M | High | Report |
| B. Registered Index Linked Annuity (RILA) ⇒ Lincoln Level Ad | Option | $5M–$25M | High | Report |
| B. Registered Index Linked Annuity (RILA) ⇒ Lincoln Level Ad | Option | $5M–$25M | High | Report |
| B. Registered Index Linked Annuity (RILA) ⇒ Lincoln Level Ad | Option | $5M–$25M | High | Report |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential Buffe | Option | $5M–$25M | High | Report |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential Buffe | Option | $5M–$25M | High | Report |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential RILA | Option | $5M–$25M | High | Report |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential RILA | Option | $5M–$25M | High | Report |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential RILA | Option | $5M–$25M | High | Report |
| B. Registered Index Linked Annuity (RILA) ⇒ Symetra Buffered | Option | $5M–$25M | High | Report |
| C. Fixed Indexed Annuity ⇒ AIG Power Protector S&P 500 point | Annuity | $5M–$25M | High | Report |
| C. Fixed Indexed Annuity ⇒ Athene Accumulator S&P 500 point- | Annuity | $5M–$25M | High | Report |
| C. Fixed Indexed Annuity ⇒ Global Atlantic Fore Accumulation | Annuity | $5M–$25M | High | Report |
| C. Fixed Indexed Annuity ⇒ Global Atlantic Fore Accumulation | Annuity | $5M–$25M | High | Report |
| C. Fixed Indexed Annuity ⇒ Lincoln Optiblend 5 S&P 500 Trigg | Annuity | $5M–$25M | High | Report |
| C. Fixed Indexed Annuity ⇒ Mass Mutual S&P 500 point-to-poin | Annuity | $5M–$25M | High | Report |
| D. Opportunity Zone Funds ⇒ Cantor Fitzgerald Opportunity Zo | Other | $5M–$25M | High | Report |
| D. Opportunity Zone Funds ⇒ Griffin Capital Opportunity Zone | Other | $5M–$25M | High | Report |
| D. Opportunity Zone Funds ⇒ Inland Student Housing Opportuni | Other | $5M–$25M | High | Report |
| O. Universal Indexed Life Insurance ⇒ Midland Life Insurance | Other | $5M–$25M | High | Report |
| O. Universal Indexed Life Insurance ⇒ Nationwide Life Insura | Other | $5M–$25M | High | Report |
| TMLCX Q. Charitable Remainder Trust #1 (Trust-owned, independent t | Fund/ETF | $5M–$25M | High | Report |
| JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- May | Stock | $5M–$25M | Medium | Later trade |
| B. Registered Index Linked Annuity (RILA) ⇒ Equitable S&P 50 | Option | $1M–$5M | High | Report |
| B. Registered Index Linked Annuity (RILA) ⇒ Jackson National | Option | $1M–$5M | High | Report |
| B. Registered Index Linked Annuity (RILA) ⇒ Lincoln Level Ad | Option | $1M–$5M | High | Report |
| B. Registered Index Linked Annuity (RILA) ⇒ Lincoln Level Ad | Option | $1M–$5M | High | Report |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential Buffe | Option | $1M–$5M | High | Report |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential Buffe | Option | $1M–$5M | High | Report |
| D. Opportunity Zone Funds ⇒ Inland Self Storage Opportunity | Other | $1M–$5M | High | Report |
| D. Opportunity Zone Funds ⇒ Pacific Oak Opportunity Zone Fun | Other | $1M–$5M | High | Report |
| G. Old National Bank Accounts ⇒ ONB Personal Checking | Cash | $1M–$5M | High | Report |
| L. Breffnimor LLC ⇒ Residential Property 1 | Private | $1M–$5M | High | Report |
| M. Carmichael Center LP ⇒ Residential Property 1 | Private | $1M–$5M | High | Report |
| FLCNX P. Charitable Remainder Trust #2 (Trust-owned, independent t | Fund/ETF | $1M–$5M | High | Report |
| PGBOX P. Charitable Remainder Trust #2 (Trust-owned, independent t | Fund/ETF | $1M–$5M | High | Report |
| LALDX P. Charitable Remainder Trust #2 (Trust-owned, independent t | Fund/ETF | $1M–$5M | High | Report |
| FIVUX P. Charitable Remainder Trust #2 (Trust-owned, independent t | Fund/ETF | $1M–$5M | High | Report |
| SVSPX P. Charitable Remainder Trust #2 (Trust-owned, independent t | Fund/ETF | $1M–$5M | High | Report |
| TEMFX P. Charitable Remainder Trust #2 (Trust-owned, independent t | Fund/ETF | $1M–$5M | High | Report |
| SEITX Q. Charitable Remainder Trust #1 (Trust-owned, independent t | Fund/ETF | $1M–$5M | High | Report |
| SIEMX Q. Charitable Remainder Trust #1 (Trust-owned, independent t | Fund/ETF | $1M–$5M | High | Report |
| STMSX Q. Charitable Remainder Trust #1 (Trust-owned, independent t | Fund/ETF | $1M–$5M | High | Report |
| Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 P | Stock | $1M–$5M | Medium | Later trade |
| Prudential RILA - 10% Buffer 3-year S&P 500 Index | Stock | $1M–$5M | Medium | Later trade |
| Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 P | Stock | $1M–$5M | Medium | Later trade |
| Morgan Stanley 37-Month One-time Callable Note INDU/SPX - Ma | Stock | $1M–$5M | Medium | Later trade |
| G. Old National Bank Accounts ⇒ ONB Joint Checking | Cash | $500K–$1M | High | Report |
| O. Universal Indexed Life Insurance ⇒ Midland Life Insurance | Other | $500K–$1M | High | Report |
| REBAX P. Charitable Remainder Trust #2 (Trust-owned, independent t | Fund/ETF | $500K–$1M | High | Report |
| P. Charitable Remainder Trust #2 (Trust-owned, independent t | Other | $500K–$1M | High | Report |
| PTLAX F. Lincoln Level Advantage IRA ⇒ PIMCO Fds Low Duration Fd C | Fund/ETF | $250K–$500K | High | Report |
| G. Old National Bank Accounts ⇒ ONB Perry Properties Checkin | Cash | $250K–$500K | High | Report |
| G. Old National Bank Accounts ⇒ Storage Express Construction | Cash | $250K–$500K | High | Report |
| H. Chase Bank Checking Account ⇒ Chase Bank Checking Account | Cash | $250K–$500K | High | Report |
| K. Perry Properties LLC ⇒ Residential Property 4 | Private | $250K–$500K | High | Report |
| N. Storage Express Construction ⇒ Storage Express Constructi | Private | $250K–$500K | High | Report |
| A. Advisory Account holding Structured Notes ⇒ Insured Bank | Cash | $100K–$250K | High | Report |
| F. Lincoln Level Advantage IRA ⇒ Lincoln Level Advantage 6-y | Option | $100K–$250K | High | Report |
| G. Old National Bank Accounts ⇒ Shreve & Company Checking | Cash | $100K–$250K | High | Report |
| K. Perry Properties LLC ⇒ Residential Property 1 | Real estate | $100K–$250K | High | Report |
| K. Perry Properties LLC ⇒ Residential Property 2 | Real estate | $100K–$250K | High | Report |
| K. Perry Properties LLC ⇒ Residential Property 3 | Private | $100K–$250K | High | Report |
| E. Pershing Brokerage Account ⇒ Insured Bank Deposit Program | Cash | $50K–$100K | High | Report |
| F. Lincoln Level Advantage IRA ⇒ Lincoln Level Advantage 6-y | Option | $50K–$100K | High | Report |
| F. Lincoln Level Advantage IRA ⇒ Lincoln Level Advantage 6-y | Option | $50K–$100K | High | Report |
| O. Universal Indexed Life Insurance ⇒ Midland Life Insurance | Other | $50K–$100K | High | Report |
| NWBI J. Account Holding Northwest Bancshares ⇒ Northwest Bancshar | Stock | $15K–$50K | High | Report |
| O. Universal Indexed Life Insurance ⇒ Midland Life Insurance | Other | $15K–$50K | High | Report |
| O. Universal Indexed Life Insurance ⇒ Protective Life Insura | Other | $1K–$15K | High | Report |
| P. Charitable Remainder Trust #2 (Trust-owned, independent t | Cash | $1K–$15K | High | Report |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent t | Cash | $1K–$15K | High | Report |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent t | Bond | $1–$1K | High | Report |
Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.